Major players in the AI industry, including Meta and Google, are developing their own AI chips, posing a significant challenge to Nvidia. Analysts highlight Nvidia's strong position in the AI market, with Southeast Asian AI-related stocks benefiting from collaborations with Nvidia. Intel's AI strategy is seen as a potential rival to Nvidia's dominance.
On Dec. 1, 2023, I wrote a cover story saying Nvidia, Super Micro and Vertiv were the three best, most promising AI hardware stock ideas. Just checked. Nvidia, Super Micro and Vertiv are outperforming every single stock in S&P 500 year-to-date +78%, +216%, +75%, respectively 🤯 https://t.co/pSYv9AT04b
How Intel’s ‘AI everywhere’ strategy could challenge Nvidia’s dominance https://t.co/kfIB2Qw1bS
"US missing pieces of AI chip puzzle despite TSMC’s $65bn bet" https://t.co/mMLzsFYnqp "TSMC’s most important motive for stepping up its commitment to the US was to bring its own US strategy in line with the needs of Nvidia and other [AI] vendors" https://t.co/OJpYG0VKjb
The surge in #AI demand is reshaping #technology #investments.🚀 From chips and AI software to #BigData, companies are gearing up to meet the growing needs for #GenerativeAI, eyeing a $3T opportunity by 2027💼 #SwissCognitive #ShareforSuccess https://t.co/Aea1sillVA
Heated AI Chip Battle Reaches Fever Pitch #DL #AI #ML #DeepLearning #ArtificialIntelligence #MachineLearning #ComputerVision #AutonomousVehicles #NeuroMorphic #Robotics https://t.co/OkK67hUg49
6 Coolest AI Projects That Will Blow Your Mind #DL #AI #ML #DeepLearning #ArtificialIntelligence #MachineLearning #ComputerVision #AutonomousVehicles #NeuroMorphic #Robotics https://t.co/Ulm5BnnnbO
Chipmakers Putting a Laser Focus on Edge AI https://t.co/SMc0ALjf2T @jburttech #EdgeAI #AI #Chips
Southeast Asian AI-related stocks, especially those of companies collaborating with Nvidia, have soared on the back of increased demand from the spread of generative AI. https://t.co/XA18UDhYad
Analysts are saying this chipmaker, which just held an AI event, is the most levered to the trend besides Nvidia https://t.co/B4RrpSPHQj
Advancing brain-inspired computing with hybrid neural networks #DL #AI #ML #DeepLearning #ArtificialIntelligence #MachineLearning #ComputerVision #AutonomousVehicles #NeuroMorphic #Robotics https://t.co/y4xIbHW97v
Nvidia Stock Shakes Off Dip. Its AI Competition Is Ramping Up. https://t.co/NHZgvpYmaa
🤖🇺🇸 Bombshell in AI: Meta and Google build their own AI chips, raising a "trillion-dollar question" for Nvidia. Are we witnessing a seismic shift in the semiconductor landscape? https://t.co/8j4wHC8NZu